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Creating a Checkbox or Radio Button Field in PDF Templates

 

In addition to creating Text fields, you may also create Checkbox or Radio Button fields.

  1. On the Forms > Form Tools menu, select the field type.

    Use the standard field naming conventions.

  2. On the Options > Export Value, define the field value that indicates when the checkbox field should appear selected.

The “Export Value” for Salesforce Checkbox fields must be either “True” or “False” in upper and lower case. (The Template Builder incorrectly shows “TRUE” and “FALSE” in all upper-case.)

You must have at least 2 radio button fields (both referencing the same merge field name) in order for the value to appropriately merge to the output.